Contact Sync (Push to HubSpot)

When syncing a contact, automatically creates a timestamped note in HubSpot containing the conversation summary, key takeaways, and next steps from the interaction — giving your sales team full context without manual data entry.

Contact Lookup & Enrichment

When scanning a badge at an event, PocketRecall checks if the contact already exists in your HubSpot CRM. If found, it pulls their profile, company, deals, notes, and recent activities (emails, calls, meetings, tasks) — so you have full context before the conversation even starts.

Automatic Note Creation

When syncing a contact, automatically creates a timestamped note in HubSpot containing the conversation summary, key takeaways, and next steps from the interaction — giving your sales team full context without manual data entry.

Import Contact Data from HubSpot

Pull a contact's full HubSpot history into PocketRecall — including deals, notes, email activity, calls, and meetings — for both the contact, their deals, and their associated company. View everything in one place without switching between tools.